Coffee With Cott Podcast Series
August 1, 2019
ETFs and Options: A Blend to Consider for Your Clients
In this edition of the Coffee With Cott podcast series, exchange-traded fund industry veterans Eric Balchunas and Dave Nadig join our head barista, Eric Cott, to discuss the always-changing flavors of ETFs and how these investment vehicles can be used with a variety of option strategies. Listen in to find out more about what changes may be on the horizon in the ETF space - and to learn whether there could be new and creative opportunities for financial advisors to explore
July 1, 2019
The Advisors Approach to Navigating the Tax When Trading Covered Calls. Learn how to dispel and strategize away from some of the unique tax situations that can develop when implementing a covered call writing program.
May 1, 2019
How Practicioners Can Get Started with Options
Learning to trade options can be intimidating and speaking to your clients about options can be just as difficult. Options can play a variety of roles in different portfolios and if you have a clear idea what your clients want to achieve, options will provide you the framework to meet those needs. Clear financial goals aligned with the appropriate options strategy provides a far better conversation with clients rather than no conversation at all and it all starts with education.
April 1, 2019
Let's Talk Volatility
Is there a FINANCIAL STORM Brewing? Does it mean continued VOLATILITY & Options Strategies for the Advisor and Client?
This is the inaugural episode for the new Coffee with Cott Podcast Series. Join Eric Cott as he speaks with Jon Najarian and Mike Khouw about Volatility. Listen as they discuss ideas for Financial Advisors and RIA’s to think about in this environment and how volatility affects certain strategies.